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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2018-10-09 |
| VA | RA | APPROVED | 2018-10-02 |
Branch Locations
1801 K Street Nw Suite 750, Washington, DC 20006 • United States
1921 Gallows Road Suite 220, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Church Falls | VA | 11/2011 | 06/2018 |
| Oppenheimer & Co. Inc. | Vienna | VA | 10/2018 | Present |
| Unemployed | None | MD | 06/2018 | 10/2018 |
1. RENTAL PROPERTY; INVESTMENT RELATED; SARASOTA, FL; 50% OWNERSHIP; START DATE = 04/16/2006; MINIMAL TIME DEVOTED PER MONTH; NONE DURING TRADING HOURS. 2. JOHN & DOMENICO VEZZI GRANDCHILDREN TRUST ADDRESS: PERSONAL RESIDENCE - IT IS A PRIVATE FAMILY TRUST - IT IS A TRUST FOR GRANDCHILDREN - IA M THE TRUSTEE - APPROX. 3HRS PER MONTH & NO TIME SPENT ON IT DURING WORK HOURS. - NOT INVESTMENT RELATED. MY CAPACITY AS TRUSTEE TO MAKE DISBURSEMENTS TO GRANDCHILDREN. - ONLY INTEREST IS AS TRUSTEE. TRUST ESTABLISHED IN 2004. 3. JOHN VEZZI REV. TRUST - ADDRESS: PERSONAL RESIDENCE - IT IS A PRIVATE FAMILY TRUST - TRUST TO PAY PROPERTY TAXES/EXPENSES. - I AM THE TRUSTEE - NOT INVESTMENT RELATED - INTEREST ONLY IN CAPACITY AS TRUSTEE - ESTABLISHED IN 2004. - APPROX TIME SPENT 3 HRS PER MONTH & NO TIME DURING BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-12 |
| S66 | Uniform Combined State Law Examination | 2001-10-13 |
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